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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,147 | $150,446-38.1% | $136,297-31.7% | $147,585-36.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.18% | 1049.14%-1028.0pp | 5156.19%-5135.0pp | 578.58%-557.4pp |
| Employer contribution / active EE | $12,653 | $5,256+140.7% | $4,696+169.5% | $4,876+159.5% |
| Participant deferral / active EE | $14,228 | $6,631+114.6% | $6,247+127.7% | $5,439+161.6% |
| Admin fee / account holder | $265 | $10,906-97.6% | $9,244-97.1% | $10,886-97.6% |